B. Riley Wealth Management, Inc.

B. Riley Wealth Management, Inc.

B. Riley Wealth Management, Inc.

Overview
Date Founded

1992

Headquarters

40 South Main,Suite 1800,Memphis, TN 38103-5518

Type of Company

Private

Employees (Worldwide)

289

Industries

Investment Banking & Brokerage
Consumer Services
IT Consulting & Services
Accounting & Financial Services

Company Description

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

Contact Data
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Executives & Employees

Chief Executive Officer

Co-President of the Private Client Group

Chief Administrative Officer

Chief Compliance Officer & General Counsel

Chief Strategy Officer

President, Wealth Management Division

Head of Fundamental Broker Inter-Dealer Division

Managing Director, Equity Capital Markets

Chief Investment Strategist

Owner

Board of Directors

President at Live Oak Acquisition Corp. II

President, Wealth Management Division at B. Riley Wealth Management, Inc.

Senior Advisor at B. Riley Wealth Management, Inc.

Former Senior Vice President at Ferris, Baker Watts, Inc.

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Recent Transactions
Details Hidden

BlackRock Science and Technology Trust II issued USD Common Shares

Details Hidden

Tortoise Essential Assets Income Term Fund issued USD Common Stock

Details Hidden

Nuveen High Income 2023 Target Term Fund issued USD Common Stock

Transaction Clients
Underwriter

Advised on Physicians Realty Trust issued USD Common Stock

Underwriter

Advised on Diamondback Energy, Inc. issued USD Common Stock

Underwriter

Advised on Gulfport Energy Corp. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onTortoise Midstream Energy Fund, Inc issued USD Common Stock

Legal Advisor

Advised onBlackRock Multi-Sector Income Trust issued USD Common Stock

Legal Advisor

Advised onGulfport Energy Corp. issued USD Common Stock

Counsel

Advised onDoubleline Income Solutions Fund issued USD Common Stock

Counsel

Advised onDoubleline Income Solutions Fund issued USD Common Stock

Legal Advisor

Advised onPhysicians Realty Trust issued USD Common Stock

Advisors & Consultants
Legal Advisor

Partner at Eaton & Van Winkle LLP

Non-Profit Donations & Grants
$5,000 - $10K
2016
$10K - $20K
2014
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